Secretary

Chapter Kitty
Use this sheet to track the income and expenses of a basic chapter kitty.

Credit Card Authorization
Remember to care for this information as if it was your own.

Member Bio Sheet
Forward this WORD Form document to your members to complete a legible Member Bio Sheet prior to their next Member Showcase presentation.

Receipts
Remember to make a copy for your chapter before giving the receipt out.

Secretary Treasurer Checklist
An easy, step-by-step guide to understanding the weekly and monthly responsibilities of the Secretary/Treasurer.

Speaker Rotation
Use this basic system to keep track of your weekly speakers.

DART Report
Drops, Adds, Renewals, and Transfer Report. Submit this report with any monetary transactions to the BNI Regional Office.

Transfer Policy & Request Form
Use this guideline when a member in good standing wants to transfer to/from your chapter to/from another chapter.